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Exclusive Free Informational Tax Workshop!

Are you going to be in the Concord, MA or Westborough, MA area on February 25th or 26th? If so, sign up for one of our Tax Workshops by clicking the button below! We can't wait to see you there!

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Repair Your Estate Plan After

The Secure Act


Contact us today at (800) 427 -9781 to see what strategy suits your life & also receive a free tax calculation!


Legacy Financial Advisors, Inc. Celebrates 45 Years


On November 11th, 1974, Legacy Financial Advisors, Inc. was established! Thank you to everyone who has been apart of this journey with us. We appreciate all of our clients over the past 45 years and everyone who has been with us as we continue to grow.


TO MANY MORE YEARS OF SERVICE & "LEGACIES"!



Work Towards a Retirement

Our commitment is to help you work towards achieving a confident retirement by helping you work towards financial independence. At Legacy Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards retirement. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies and insurance products, so we can help protect our client’s lifestyle for a lifetime. 



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Variable Universal Life Insurance

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Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Does Your Portfolio Fit Your Retirement Lifestyle?

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“Dirty Dozen” Tax Scams to Watch For

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

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Are Alternative Investments Right for You?

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Business Cycle

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